Sending away Fei and Chang the two of them ding le picked up the backlog of documents on the table again.

As an investor, tracking the market on a daily basis is one of the most basic lessons. Of course, as the boss, Ding Le does not need to sit in front of the computer all the time, and these basic tasks are completed by the full-time analysts of Galaxy Investment. Analysts collect and analyze information that has an impact on the market on a daily basis, and then compile it into an investment strategy report for him to make decisions.

Although Ding Le has a golden finger, he also needs to stimulate his brain through a lot of reading, increase the depth of thinking, and awaken the memory of those big events in his mind. History has proven that small things often end up being big things.

When Lehman Brothers declared bankruptcy, it triggered a global financial tsunami that forced governments to take various measures to deal with the crisis.

On September 16, the People's Bank of China (PBOC) announced a 0.27 percentage point cut in the benchmark interest rate for one-year RMB loans.

On September 18, the Ministry of Finance decided to adjust the stamp duty policy on securities transactions from the current bilateral levy to unilateral levy from the current bilateral levy to unilateral levy, and the tax rate remained at 1%; Central Huijin Company announced that it would independently purchase the shares of the three banks in the secondary market and start operating in the market from now on; on the same day, the State-owned Assets Supervision and Administration Commission (SASAC) publicly expressed its support for the central enterprises to increase their holdings or repurchase the shares of listed companies.

On September 19, the Shanghai and Shenzhen stock markets opened sharply higher, with the Shanghai Composite Index rising 9.06% at the open and the Shenzhen Component Index rising 8.35% at the open. After the opening, the two markets once pulled back slightly, but driven by the full limit of financial stocks, the Shanghai Composite Index continued to rise, and the stocks in the A-share market have risen across the board in the afternoon.

There are very few stocks that do not have a daily limit on the same day, and some institutions have no way to buy stocks if they want to, so they can only reluctantly find them from the stocks that do not have a daily limit, which is the famous "919" market daily limit in the history of A-shares.

After the "919" market, analysts of Galaxy Investment agreed that A-shares had reached a historic bottom, and in the analysts' investment strategy reports, everyone suggested running into the market.

When Ding Le saw the analyst's suggestion, he couldn't help but pouted and smiled, A-shares are still some distance away from the historical bottom of 1664 points, and the stock market is still going to fall.

Ding Le spent a day going back and forth what happened in the domestic market during the period after he went abroad. During this period, in addition to the capital market, the melamine incident in the milk powder industry attracted his attention.

In September, the Sanlu poisoned milk powder incident broke out, and the dairy giant Sanlu, which had led the domestic milk powder market with a market share of 18.26%, fell with it, and the whole industry also fell into a quagmire of quality, and the public's confidence in domestic dairy products fell to the lowest point. Because of the melamine incident, foreign brand milk powder began to rise strongly, and at the same time, overseas milk powder purchasing has also become a hot phenomenon in society.

When he saw the news, Ding Le immediately thought of buying the stocks of the other two dairy giants, Mengniu and Yili. In the next few years, similar incidents of being wrongly killed in the whole industry will occur, and the clenbuterol incident and the liquor plasticizer incident are all excellent opportunities to buy the bottom and build a position.

Thinking of this, Ding Le immediately wrote instructions on the report, asking analysts to focus on the recent trends of Mengniu and Yili and look for suitable opportunities to open positions.

On September 25, Shenqi lifted off and the whole country celebrated, and two days later, astronaut Zhai Zhigang opened the hatch and successfully exited the warehouse with the assistance and cooperation of two other astronauts, and the Chinese completed the spacewalk for the first time. Ding Le once again saw the footage of the astronaut waving the national flag on TV......

On September 28, Haizhou Bank held the second extraordinary general meeting of shareholders in 2008, which deliberated and approved the proposal to amend the Articles of Association, the proposal for the general election of the board of directors, and the proposal to hire independent directors. As the legal representative of the new major shareholder Galaxy Investment, Ding Le was successfully elected as the new director of the board of directors of Haizhou Bank.

After the general election of the board of directors, Chairman Zhang Genfa looked at Ding Le and couldn't help but sigh with emotion, half a year ago Ding Le was a middle-level cadre of Haizhou Bank, but now he has become a major shareholder of Haizhou Bank.

When he left the venue after the meeting, he shook Ding Le's hand vigorously and said with a smile on his face: "In the future, please ask Ding Dong to care more about the business development of our Haizhou Bank!"

"Chairman Zhang said this, I have a special affection for Haizhou Bank, this is the starting point of my life and career!" Ding Le responded, although he didn't have a good impression of Zhang Genfa before, but what should be said on the scene has to be said.

According to the schedule set by Haizhou Bank in advance, the extraordinary general meeting of shareholders was held in the morning to elect the new board of directors, and in the afternoon, the new directors and independent directors held lectures to explain the current macroeconomic situation and the future development of the banking industry to the middle management of Haizhou Bank.

After Yu Jiankang invited Ding Le to give a lecture to middle-level cadres on the phone, he drafted an outline based on his follow-up understanding of the subprime mortgage crisis in the United States for more than half a year, and asked the analysts of Galaxy Investment to carefully prepare a PPT with the title of "The Impact of the Subprime Mortgage Crisis on Domestic Commercial Banks".

At 2 o'clock in the afternoon, the 401 conference room on the fourth floor of Haizhou Bank was full, and Ding Le's special training officially began.

Fan Xiaofeng sat in the audience, looking at Ding Le on the rostrum confident and calm, he really had mixed feelings in his heart.

Before Ding Le resigned, Fan Xiaofeng had always regarded Ding Le as a competitor, and in order to overpower Ding Le, he used all kinds of small means unambiguously.

At the beginning of the year, Fan Xiaofeng took the lead and snatched the 50 million credit project of Haizhou Dream Park from Ding Le, who knew that this investment promotion project, which was listed by the government as a key project to build in 2008, was stranded after only a few months of construction.

The so-called Hong Kong investor is a complete liar, and the Economic Investigation Brigade of the High-tech Zone has intervened in the investigation. Now, he has been overwhelmed by the mess of Haizhou Dream Park, and he really doesn't know when he will be free.

On the rostrum, Ding Le explained the causes of the subprime mortgage crisis in simple terms.

In order to short Wall Street investment banks, he has been paying attention to the subprime mortgage crisis in the United States since last year, and Xia Xiao has helped him collect a large number of materials, coupled with his experience of shorting Bear Stearns and Lehman Brothers, he has no pressure to talk about it in the face of the management of Haizhou Bank in the audience.

Ding Le's keynote speech was not only praised by the former leaders and colleagues in the audience, but also made the independent director of the onlookers, Professor Zhang from Fudan, the magic capital, heartbroken.

In particular, Ding Le mentioned that after the outbreak of the financial crisis, in order to alleviate the liquidity crisis, Western countries quickly adopted loose monetary policies, and at the same time strengthened banking supervision and implemented the Basel III agreement, established a macro-prudential framework, and the financial ecology of the entire financial market underwent fundamental changes.

This point of view is very novel, and Professor Zhang's eyes can't help but light up after listening to it, and his research seems to have found a new direction......

After Ding Le's speech, Professor Zhang took the initiative to come forward and talk to Ding Le, he said: "Ding Dong, your unique point of view is really refreshing to me!"

"Professor Zhang, you are too modest, in front of you, I am getting an axe at the class gate!" Ding Le had no choice but to respond politely to Professor Zhang's compliment.

"I would like to quote your views as the research direction of my project, and I would like to obtain your consent in advance!" Professor Zhang took the initiative to express his intention after greeting him.

Hearing Professor Zhang say this, Ding Le was a little surprised, in fact, his views were not original, he re-elaborated the research topics of later experts and scholars in the current language, he said: "How can I have an opinion, you can just use it!"

The two chatted briefly in the audience for a few minutes, and Ding Le was invited to his office by Yu Jiankang, he wanted to ask Ding Le to help solve the matter of Haizhou Dream Park, and now this project not only made Fan Xiaofeng mired in the quagmire, but also made him feel pressure.